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Product Launch Solution Guide PRODUCT DEVELOPMENT .03 Find it online: smartsheet.com/product-development-solutions/product-launch Coordinate Anything

PRODUCT DEVELOPMENT .03 Product Launch · Launch Team. Product Development Product Management. Product Marketing Product Research Management. Purpose. This guide is designed to help

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Page 1: PRODUCT DEVELOPMENT .03 Product Launch · Launch Team. Product Development Product Management. Product Marketing Product Research Management. Purpose. This guide is designed to help

ProductLaunch

Solution GuidePRODUCT DEVELOPMENT .03

Find it online: smartsheet.com/product-development-solutions/product-launch

Coordinate Anything

Page 2: PRODUCT DEVELOPMENT .03 Product Launch · Launch Team. Product Development Product Management. Product Marketing Product Research Management. Purpose. This guide is designed to help

About Product Launch Reduce go-to-market lead timesSimplify the management of all of your launch-related activities.

Improve internal and external coordinationSecurely share information with anyone you want with permission levels you determine.

Monitor readiness in real timeSee real-time progress on each and every task so you don’t leave anything to chance.

Product launches are a complicated endeavor and the reality is that many fail. However, good launch planning with carefully mapped out tasks and dependencies, great communication, and effective cross-function collaboration will help you maximize your chances of success. With rich task management, communication, and work collaboration features, Smartsheet is the perfect tool to manage every aspect of your launch from end-to-end.

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Who should use this guideWhether you’re a director leading a product launch or contributing to an important piece as a manager or associate, you’re in the right place. Some common roles that will benefit from this solution include:

Launch TeamProduct Development Product ManagementProduct MarketingProduct Research Management

PurposeThis guide is designed to help you plan and execute a world-class product launch using Smartsheet. We have a wealth of specific how-to resources in our Help Center, so the focus of this guide is:

An overview of the solution

A tour of the individual sheets

How to get going

Helpful resources and cheat sheets

1

2

3

4

Program Management Project ManagementResearch and DevelopmentMarket ResearchBusiness Intelligence

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Components

PLAN

Ensure that everyone has the most up-to-date content whenever they need it.

Be certain that no detail is missed and everything is in place for a successful launch.

Set the stage for a successful product launch by creating a detailed plan.

READY EXECUTE

Launch Content Repository

LaunchReadinessChecklist

Launch Plan

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Launch PlanThe flurry of activity leading up to a product launch increases, making it easy to overlook something or cut corners. With Smartsheet’s Launch Plan, you can control the chaos. You can define and organize tasks, manage dependencies, track progress, store launch documents and more, all in one easily shareable and secure location.

A

C

Use hierarchy to group tasks by start date.

Attach relevant planning documents directly to the sheet.

Use simple checkboxes to show which tasks have been completed.

Skip email requests by sending update requests to task owners directly from Smartsheet.

Toggle on a Gantt view to visualize your timeline.

A

B

C

D

E

B

D

E

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Launch Readiness ChecklistWithout careful attention to launch tasks across every function, you risk failing to meet your goals. Smartsheet makes it easy to ensure that everyone has done their part. With real-time collaboration, streamlined update request processes, and automated alerts, you’ll always know exactly what’s ready to go and what work still needs to be completed.

A C

D

Use symbol, like RYG balls, to visually communicate status.

Simply check off items as they are completed so everyone knows what’s done.

Drive accountability by clearly showing who is responsible for what.

Set up optional alerts to be notified via email when anything changes.

A

B

C

D

B

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Launch Content RepositoryIt can be difficult to track all of the collateral created throughout the product development process. The Launch Content Repository helps you keep it all together as you move along, outline what is necessary for a particular launch, and everything is prepared in time to support your product launch.

Use symbols, like stars, to clearly show which content is customer-ready.

Display ownership so people know who to reach out to with questions.

Attach or link to virtually any kind of document directly to a row for easy access.

Invite anyone, internal or external, to access your content.

A

B

D

C

B

C

D

A

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Jump-Start Your Launch Preparationwith Smartsheet

You’ve had an overview of the solution – now try Smartsheet for yourself.Read through the solution guide

Sign up or log in to Smartsheet

Open the Getting Started Sheet

Customize the sheet

Start working and sharing

Sign up at smartsheet.com/solutions You can also use this with your existing account by logging in.

Once you’re in Smartsheet, click on the “Getting Started” sheet in the pane on the right. This sheet will orient you to everything you need to start working in Smartsheet.

The sample data and structure is only there to help you get going. You can type over things, insert or delete rows or columns, rename columns, change column types etc.

To open another sheet in the solution, simply return to the home tab, select the folder, and then the sheet. You can invite others to collaborate by clicking the sharing tab on the bottom of the sheet.

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Other Recommended Steps

Deleting a sheet is easy! You can learn how to here.Delete sheets you don’t need

Website Management Solution Guide

Build your own sheet

Use the “cheat sheets” in this guide To help you get the most out of Smartsheet, we’ve included cheat sheets for formulas and shortcuts at the end of this guide.

We know you have unique needs – that’s why we built Smartsheet. Click the + tab at the top of the sheet so you can build your own solution from a blank sheet.

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Have questions or want to learn more about Smartsheet?Smartsheet Help Center - help.smartsheet.com Everything you need to help you get the most out of Smartsheet.

Smartsheet Community - community.smartsheet.com Ask questions, share best practices, and get help.

Submit your question - [email protected] Want personalized help? Our design and services teams have you covered!

Send us your feedback - help.smartsheet.com/customer/portal/emails/new Share your thoughts or suggestions about Smartsheet or our Solutions.

Plans and Pricing - smartsheet.com/pricing Enjoy your 30-day free trial.

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Smartsheet Cheat SheetKeyboard Shortcuts

/ + Enters edit mode on selected cell

Saves all unsaved information+

Basics

Undo the previous action since last save

Redo the previous action since last save

+ Inserts a row above the selected row.

+

+

To insert multiple rows at once, press

and select multiple row headers, then click .

Formatting+

Inserts a carriage return or line break in Text Number cells. In order to see the carriage returns in the sheet, apply wrap formatting to the cell by clicking the Wrap icon in the left toolbar.

(or) +

Indents Primary Column only+

Outdents Primary Column only

Italic

+

+

Underline

Bold

+

+

Fill down(also available by dragging cell corner)

+

NOTE: Mac users should use instead of unless otherwise noted.

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Inserts $ before column name (horizontal cell reference lock).+

Formulas

Inserts $ after column name (vertical cell reference lock).

Inserts $’s around column name (full cell reference lock).

x 1

x 2 x 3 Displays the Open a Sheet form.+

Additional

Displays the Go To Row form. Type in the row number you’d like to scroll to then click OK.

Takes you to the first cell of the row you are currently on.

+

Takes you to the last cell of the row are are currently on.

Takes you to the top left cell of your sheet.

Takes you to the bottom right cell of your sheet.

+

+

Moves you up in your sheet. Moves you down in your sheet.

Displays or removes a checked box, star or flag in the selected cell. Learn more about checkbox, star and flag columns in our Column Types article.

t:  Inserts today’s date.

+:  Enters date x days from today.

-:  Enters date x days before today.

mon / tue / wed / etc... Inserts date of the current

week’s Monday, Tuesday, Wednesday, etc.

yes:  Inserts yesterday’s date.

tom:  Inserts tomorrow’s date.

next week:  Inserts date seven days from today.

last week:  Inserts date from seven days ago.

Dec 15 / Jan 3 / etc: Inserts date of string entered.

Date Column Cells

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Smartsheet Cheat SheetFormulas

SUM(): Adds selected values, or a range of cells. Example: =SUM(Cost1: Cost5) Result: 1125.75

AVG(): Averages selected values, or a range of cells. Example: =AVG(Cost1: Cost5) Result: 225.15

MAX(): Returns the highest numeric value, or latest date. Example: =MAX(Cost1: Cost5) Result: 425.75

MIN(): Returns the lowest numeric value, or earliest date. Example: =MIN(Cost1: Cost5) Result: 100

INT(): Returns the integer portion of a given number. Example: =INT(Cost5) Result: 425

Numeric FormulasROUND(): Rounds a given number to the desired # of digits. Syntax: ROUND(cell1, #_of_digits) Example: =ROUND(Cost5, 1) Result: 425.8

ABS(): Returns the absolute value of a given number. Example: =ABS(-85) Result: 85

COUNT(): Counts non-blank cells in a given range. Example: =COUNT([Task Name]:[Task Name]) Result: 5

LEN(): Returns the number of characters (length) in a given cell. Example: =LEN([Task Name]5) Result: 6NOTE: Formatting/currency values aren’t included. Dates have a length of 5.

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IF(): Performs a logical test. One value is returned if the test is true, a different value is returned otherwise. Syntax: IF(logical_test, value_if_true, value_if_false) Example: =IF([Due Date]1 > [Due Date]2, “Date 1 is Larger”, “Date 2 is Larger” Result: Date 2 is Larger

ISBLANK(): Used within an IF formula to test if a cell is blank. Example: =IF(ISBLANK([Task Name]1), “Cell is blank”, “Cell isn’t blank”) Result: Cell isn’t blank

ISTEXT(): used within an IF formula to test if a cell contains text (and not checkboxes, dates, numbers, etc). Example: =IF(ISTEXT([Due Date]1), “Cell is text”, “Cell isn’t text”) Result: Cell isn’t text

ISNUMBER(): Used within an IF formula to test if a cell contains a number (a value which is not text, date, or checkbox). Example: =IF(ISNUMBER([Task Name]1), “Cell is a number”, “Cell isn’t a number”) Result: Cell isn’t a number

ISDATE(): Used in an IF formula to test if a cell contains a date. Example: =IF(ISDATE([Due Date]1), “Cell is a date”, “Cell isn’t a date”) Result: Cell is a date

ISBOOLEAN(): Used in an IF formula to test if a cell contains a boolean value (check box, priority, star or flag). Example: =IF(ISBOOLEAN(Done1), “Cell is a boolean”, “Cell isn’t a boolean”) Result: Cell is a Boolean

Logic Formulas

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AND(): Used within an IF formula. Evaluates if a set of logical expressions are True or False. If any expression is False it will evaluate as False. Syntax: AND(boolean_expression1, boolean_expression2, boolean_expression3, ...) Example: =IF(AND(Done1, Done2, Done3), “All Tasks Complete”, “Tasks Incomplete”) Result: Tasks Incomplete

NOT(): Used within an IF formula. Performs a logical NOT on the supplied boolean expression (or cell reference). Syntax: NOT(Done1) Example: =IF(NOT(Done1), “Task A Not Complete”, “Task A Complete”) Result: Task A Complete

OR(): Used within an IF formula. Performs a logical OR on the supplied boolean expression or cells. Returns true if any are true; otherwise returns false. Syntax: OR([Due Date]1 > [Due Date]2, [Due Date]1 > [Due Date]3) Example: =IF(OR([Due Date]1 > [Due Date]2, [Due Date]1 > [Due Date]3), “Due Date 1 isn’t the smallest”, “Due Date 1 is the smallest”) Result: Due Date 1 is the smallest

NESTED IF(): Performs multiple logical tests. Smartsheet reads the IF statements in the formula from left to right, displaying a value based on which one evaluates to true. Syntax: IF(logical_test, value_if_true, IF(second_logical_test, value_if_true, value_if_all_false)) Example: =IF([Task Name]1 = “Task A”, “This is Task A”, IF([Task Name]1 = “Task B”, “This is Task B”, “Neither Task A nor Task B”)) Result: This is Task A

Smartsheet Cheat SheetFormulas

Logic Formulas (cont.)

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Additional Formulas and HelpFormula Basics - smartsheet.com/formula-basicsHow to create a formula and reference cells, columns, and ranges in your sheet

Text Formulas - smartsheet.com/text-formulasFind, Replace, capitalizing text, etc

Date Formulas - smartsheet.com/formula-basicsTODAY() formula, calculating working days, creating dates, etc

Advanced Formulas - smartsheet.com/date-formulasWeighted average, prorate, countif, countif s, sumif, sumif s

Using Hierarchy in Formulas - smartsheet.com/using-hierarchy-in-formulasHow to reference child rows

Formula Error Messages - smartsheet.com/formula-error-messagesWhat they mean, and how to troubleshoot

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Product Launch Solution GuidePRODUCT DEVELOPMENT .03Last Updated: October 2015